UniTriTeam
UniTriTeam is a San Diego-based staffing and technology services firm delivering embedded clinical research talent, certified platform implementations (CRIO, Salesforce, HubSpot, Monday.com), and the ProtocolWeave™ AI protocol automation tool to clinical research sites, CROs, and healthcare organizations globally.
- Company typePrivate
- Founded2021
- HeadquartersSan Diego, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What UniTriTeam does
UniTriTeam is a privately held, San Diego-headquartered staffing, recruiting, and technology services firm founded in 2021 by Alexandra Gerritsen and Jenna Lynch, operating with 51–100 employees across more than 15 countries and a global talent pool distributed across 25+ countries. The company serves primarily clinical research sites, site networks, CROs, and adjacent healthcare organizations, with disclosed customers also spanning HR services, solar energy, construction, and healthcare administration. Its core offering is embedded clinical research professionals performing eSource study design, EDC data entry, eRegulatory services, patient recruitment support, CTMS administration, business intelligence, and finance/accounting functions, delivered alongside certified implementation services for platforms including CRIO, RealTime, Salesforce, NetSuite, HubSpot, Monday.com, and SharePoint.
UniTriTeam monetizes through three primary revenue streams: a monthly flat-fee Global Staff Augmentation subscription (talent leased to clients with compensation, benefits, and compliance bundled), Technology Services billed as professional-services engagements delivered by a blended team of senior U.S.-based strategists and global specialists, and Talent Acquisition fees combining subscription-style embedded recruiting with one-time placement fees for direct hires. The model emphasizes no long-term contract commitments and a 5-day onboarding window, with pricing custom-tailored per engagement. Preferred/Certified partner statuses with CRIO, Salesforce, HubSpot, and Monday.com provide a structured partner-channel distribution layer.
The company's most significant technology asset is ProtocolWeave™, a registered proprietary AI-powered protocol analysis engine developed in partnership with ELEKS, which ingests clinical trial protocols and generates structured, USDM-aligned eSource specifications for CTMS and eSource platforms, with claimed reductions of up to 80% in study build timelines. The platform uses private AI infrastructure with a human validation workflow and is scheduled for full release July 1, 2026 following a limited beta open to sites and CRO partners. UniTriTeam operates without disclosed external funding, retains 100% voluntary retention of its team over four years, and is HIPAA-trained across its workforce with documented CCPA compliance.
UniTriTeam firmographics
Firmographics- Name
- UniTriTeam
- Legal name
- UniTriTeam
- Website
- https://unitriteam.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- UniTriTeam is a San Diego-based staffing and technology services firm delivering embedded clinical research talent, certified platform implementations (CRIO, Salesforce, HubSpot, Monday.com), and the ProtocolWeave™ AI protocol automation tool to clinical research sites, CROs, and healthcare organizations globally.
- Ownership category
- akta.pro rank
UniTriTeam industry classification
Industry- Product category
- Clinical Research Staffing & Technology Services
- NAICS
- Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151), Management, Scientific, and Technical Consulting Services (5416), Management Consulting Services (54161)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371), Services-Commercial Physical & Biological Research (8731), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Site Data Management Support (EDC/Source/SDV Readiness) (HLAGACAL)
- akta.pro secondary industries
- Offshore Development Center (ODC) / Dedicated Team Services (BPAEAMAL), Clinical Data Management, Biostatistics & Statistical Programming CROs (HLAGAAAF), iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), Investigator & Site Training / GCP Support (HLAGACAF)
Keywords
Where UniTriTeam is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
UniTriTeam business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Global Staff Augmentation: Monthly flat fee model where team members are on UniTriTeam's payroll and clients are invoiced monthly. Think of it as a 'lease' arrangement for top-notch talent. Covers compensation, benefits, compliance, and regulatory requirements for the team member.
- Technology Services: Technology implementation and support services including CTMS administration, Salesforce, NetSuite, HubSpot, Monday.com, and SharePoint implementation. Clients pay UniTriTeam directly for technology services delivered through a blended model of senior U.S.-based strategists and global specialists.
- Talent Acquisition - Embedded Recruiting: Recruiters embed directly into client organizations as an extension of their team. Manages sourcing, screening, and pipeline development while aligning with client culture, processes, and hiring goals. Provides expert recruiting support at a fraction of traditional recruiting costs.
- Talent Acquisition - Placement Services: Relationship-driven placement for U.S. and global roles with one-time fee for sourcing and placing candidates. Individual is hired directly by client organization, and UniTriTeam charges a one-time fee for the placement service.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Custom tailored packages based on position and client needs |
| One time/ perpetual license | Pay-as-you-go | One-time placement fee for talent acquisition |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
UniTriTeam product offering
Product offeringCore offering
UniTriTeam provides global staff augmentation, embedded talent acquisition, and certified technology implementation services for clinical research and healthcare organizations. Team members embed directly into client operations to deliver eSource study design, EDC data entry, CTMS administration, regulatory support, patient recruitment, finance, and business intelligence services. The company also offers ProtocolWeave™, an AI-powered protocol analysis engine that transforms clinical trial protocols into structured, platform-ready eSource specifications, reducing manual build timelines by up to 80%.
Product overview
UniTriTeam operates as a unified clinical research and healthcare staffing, recruiting, and technology services firm. The core product is ProtocolWeave™, an AI-powered protocol analysis engine that transforms clinical trial protocols into structured eSource specifications. This is complemented by Global Staff Augmentation (providing embedded clinical research professionals), Talent Acquisition (embedded recruiting and placement for U.S. and global roles), and Technology Services (certified implementation of CRIO, Salesforce, Monday.com, HubSpot, SharePoint, and NetSuite). The portfolio integrates AI automation via ProtocolWeave with human-validated staffing and technology implementation to support clinical research sites in scaling efficiently.
Differentiator
Problem solved
Functional benefit
Brands
- ProtocolWeave™: AI-powered solution that transforms clinical trial protocols into structured, platform-ready eSource specifications for study startup workflows. Uses private, human-validated AI to reduce manual build time, QC effort, and operational complexity. Developed in partnership with ELEKS. Scheduled for full release July 1, 2026.
Products and services
- Global Staff Augmentation Provides experienced clinical research and healthcare professionals who embed directly into client operations to increase capacity and improve execution. Covers eSource study design and maintenance, EDC data entry services, eRegulatory services, patient recruitment support, CTMS administration, business intelligence and data analysis, finance and accounting, and business development. Team members are on UniTriTeam's payroll with clients invoiced monthly under a flat-fee model.
- Technology Services Certified implementation and support for clinical research and healthcare technology platforms including CRIO, Salesforce, Monday.com, HubSpot, SharePoint, and NetSuite. Services include CTMS implementation and administration, EDC data entry, eSource study builds, patient recruitment, regulatory document management, and workflow automation, delivered through a blended model of senior U.S.-based strategists and global specialists.
- Talent Acquisition Provides embedded recruiting and placement services for U.S. and global roles. Recruiters embed directly into client organizations as an extension of their team, managing sourcing, screening, and pipeline development while aligning with client culture and hiring goals. Also offers relationship-driven placement for U.S. and global roles with a one-time fee for sourcing and placing candidates who are hired directly by the client organization.
- ProtocolWeave™ AI-powered protocol analysis engine that ingests clinical trial protocols and generates structured, platform-ready eSource specifications for CTMS and eSource platforms. Uses private AI infrastructure with human validation to reduce manual build time by up to 80%, aligning with Unified Study Definitions Model (USDM) protocol standards.
Quantifiable outcome
- 100% retention rate over four years
- +4 more outcomes
Companies that use UniTriTeam
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
UniTriTeam technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability4 records
Feature1 record
UniTriTeam partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- CRIOcoreCRIO Preferred Partner status. UniTriTeam brings deep expertise in designing, configuring, and supporting CRIO CTMS platforms that align with real-world clinical workflows. Partnership enables seamless talent integration with CRIO systems for clinical research sites.
- SalesforcecoreSalesforce Preferred Partner and certified implementation partner. UniTriTeam designs, configures, and supports Salesforce environments aligned with regulated workflows, clean data practices, and operational needs. Services include system customization, user management, reporting, automation, and secure integrations.
- HubSpotcoreCertified implementation partner for HubSpot. Delivers through blended model of senior U.S.-based healthcare HubSpot strategists and highly trained global HubSpot specialists. Supports Marketing Hub, Sales Hub, and Service Hub implementation with ongoing optimization.
- Monday.comcoreCertified implementation partner for Monday.com. Designs and implements Monday.com workspaces that bring structure, visibility, and accountability to clinical operations. Supports study workflows, task ownership, and cross-team coordination.
- ELEKSminorELEKS serves as development partner for ProtocolWeave™. Developed and owned by UniTriTeam, with ELEKS providing development expertise for the AI-powered protocol analysis engine that ingests study protocols and generates structured eSource specifications.
Scale indicators6 records
Recent moves5 records
Expansion highlights6 records
UniTriTeam competitors and assessment
Company assessmentBroad incumbents
- Apex Systems: Apex Systems is a large IT and clinical research staffing firm offering staff augmentation, embedded recruiting, and technology implementation. Comparable to UniTriTeam's staffing and Salesforce/HubSpot/Monday.com implementation services, but with broader enterprise IT exposure.
- Medidata Solutions (Dassault Systèmes): Medidata provides the Rave EDC, eSource, and clinical analytics platform used by most large sponsors and CROs. It competes with ProtocolWeave™'s build automation and UniTriTeam's EDC data entry services, but as a global incumbent rather than a niche specialist.
- ICON plc: ICON is a top-tier global CRO with embedded staffing, site services, and technology implementation offerings. Comparable to UniTriTeam's clinical research services model, but with a much broader therapeutic, geographic, and operational footprint.
- IQVIA: IQVIA is the largest global CRO and clinical research services provider, offering staffing, technology, and operational support across the full clinical development lifecycle. It competes with UniTriTeam on site services, EDC, and CTMS support, but at vastly greater scale and breadth.
- Veeva Systems: Veeva is a dominant cloud platform provider for life sciences, including clinical operations (Veeva Vault CTMS/eSource). Its broad enterprise offering overlaps with UniTriTeam's CTMS, eSource, and data management services, but at much larger scale and as part of a full life sciences suite.
Emerging players
- Florence Healthcare: Florence Healthcare provides eRegulatory and site workflow technology that intersects with UniTriTeam's eRegulatory services and ProtocolWeave™'s study build automation. It is a focused emerging player with overlapping site enablement value proposition.
- Science 37: Science 37 is a decentralized clinical trial technology and operations provider. It overlaps with UniTriTeam's global staff augmentation and tech-enabled clinical operations model, particularly for decentralized and hybrid trials.
Direct peers
- CRIO: CRIO is an eClinical/CTMS platform for research sites and a UniTriTeam Preferred Partner. As both platform and an enabler of site services, CRIO competes for adjacent wallet share and provides a benchmark for ProtocolWeave™'s eSource automation opportunity.
- Vial Health Technology: Vial operates a tech-enabled clinical research site network and embedded services model, combining site operations, staffing, and proprietary technology — directly comparable to UniTriTeam's bundled talent + tech positioning in clinical research.
- Helios Clinical Research: Helios provides embedded clinical research staffing and operational support to sites, sponsors, and CROs, closely mirroring UniTriTeam's staff augmentation, CTMS/EDC support, and site enablement offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
UniTriTeam social profiles
Digital presenceUniTriTeam compliance and trust
Trust signalCompliance2 records
UniTriTeam financial estimates
Financial estimateRevenue estimate
Valuation estimate
UniTriTeam leadership team
Management profileNumber of profiles
Profiles2 records
UniTriTeam funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
UniTriTeam M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about UniTriTeam
What does UniTriTeam do?
UniTriTeam provides global staff augmentation, embedded talent acquisition, and certified technology implementation services for clinical research and healthcare organizations. Team members embed directly into client operations to deliver eSource study design, EDC data entry, CTMS administration, regulatory support, patient recruitment, finance, and business intelligence services. The company also offers ProtocolWeave™, an AI-powered protocol analysis engine that transforms clinical trial protocols into structured, platform-ready eSource specifications, reducing manual build timelines by up to 80%.
Is UniTriTeam a public or private company?
UniTriTeam is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was UniTriTeam founded?
UniTriTeam was founded in 2021. It employs 51 to 100 people.
Where is UniTriTeam based?
UniTriTeam is headquartered in San Diego, United States, in the North America region.
How does UniTriTeam make money?
Four revenue lines are on record. Global Staff Augmentation is the primary driver. The others are technology Services, talent Acquisition - Embedded Recruiting and talent Acquisition - Placement Services.
Who are UniTriTeam's main competitors?
Broad incumbents on record are Apex Systems, Medidata Solutions (Dassault Systèmes), ICON plc, IQVIA and Veeva Systems. Emerging players are Florence Healthcare and Science 37. Direct peers are CRIO, Vial Health Technology and Helios Clinical Research.
Does UniTriTeam have an API?
No public API is recorded for UniTriTeam.
What industry is UniTriTeam in?
UniTriTeam's product category is Clinical Research Staffing & Technology Services. Its primary akta.pro industry code is HLAGACAL, Site Data Management Support (EDC/Source/SDV Readiness), with a secondary code of BPAEAMAL, Offshore Development Center (ODC) / Dedicated Team Services. Its NAICS code is 541511 and its SIC code is 7370.